Re: Tableau

From
Kevin Murray <kevin.murray@thekey.com>
To
Steve Sudberry <ssudberry@thekey.com>
CC
Derek Gordon <derek.gordon@thekey.com>, Timothy Thomas <tt@thekey.com>, Will Reid <wreid@thekey.com>
Date
Fri, 7 Mar 2025 16:00:57 -0500
Folder
INBOX
--0000000000000e7f18062fc6ecd1 Content-Type: multipart/alternative; boundary="0000000000000e7f16062fc6ecd0" --0000000000000e7f16062fc6ecd0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I realize this may require a bit more explanation than an email but Wellsky hours may not ultimately match up with planful, which is the official source of truth for monthly as reported billed hours. I=E2=80=99m away fro= m my computer but I will reconcile as soon as I can and get back to you. Kevin Murray Chief of Staff | TheKey Mobile: 225-368-6471 On Fri, Mar 7, 2025 at 3:20=E2=80=AFPM Steve Sudberry wrote: > Kevin, > > I believe our Cleveland team exceeded their billable hour's goal for > January. However, Tableau shows a lower number that doesn't reconcile wi= th > Wellsky gross profit or billing. Cleveland didn't receive their 5th key > due to the discrepancy and subsequent bonus $'s for 5 keys earned. I > relayed this information to Donny last week and haven't received an > explanation. According to Wellsky, Cleveland earned the key and should = be > compensated. > > See the screenshot proof below. I would like to get this resolved as soo= n > as possible. > > > Regards, > > Steve Sudberry > General Manager/Partner > > ssudberry@thekey.com > (513) 227-8521 > TheKey.com > [image: TheKey] > > > ---------- Forwarded message --------- > From: Steve Sudberry > Date: Fri, Feb 28, 2025 at 5:24=E2=80=AFPM > Subject: Re: Tableau > To: Timothy Thomas > Cc: Donny Deshotels > > > It doesn't clear it up. I filtered out the non-billable client. See the > Wellsky screenshots attached. > > Billed Hours Wellsky Tableau Target > Cleveland 3,975 > VNA of Ohio 1,184 > Total 5,159 5038 5099 > > > [image: image.png] > [image: image.png] > > Steve Sudberry > General Manager/Partner > > ssudberry@thekey.com > (513) 227-8521 > TheKey.com > [image: TheKey] > > > On Fri, Feb 28, 2025 at 4:35=E2=80=AFPM Timothy Thomas wr= ote: > >> Does that clear it up Steve? >> >> On Fri, Feb 28, 2025 at 4:03=E2=80=AFPM Donny Deshotels > donny.deshotels@thekey.com> wrote: >> >>> The only difference I'm aware of is where the shift has $0 revenue. >>> Those are not included in our dashboard hours, but you have to filter t= hem >>> out of the Wellsky reports. Those include orientation, training, and >>> non-billed services. >>> >>> Donny >>> VP, Data and Analytics >>> *225.916.9227 * >>> >>> >>> On Fri, Feb 28, 2025 at 2:10=E2=80=AFPM Timothy Thomas = wrote: >>> >>>> @Donny Deshotels Could you please help us >>>> understand the difference in January hours for Cleveland between Table= au >>>> and Wellsky? >>>> >>>> On Fri, Feb 28, 2025 at 2:17=E2=80=AFPM Steve Sudberry >>>> wrote: >>>> >>>>> The billed hours in Wellsky are more than the billed hours in >>>>> Tableau. Wellsky billed hours met the goal, Tableau didn't. We bill= from >>>>> Wellsky hours. >>>>> >>>>> >>>>> Steve Sudberry >>>>> General Manager/Partner >>>>> >>>>> ssudberry@thekey.com >>>>> >>>>> (513) 2

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